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APU

AmeriGas Partners, L.P.
APU

Delisted

APU was delisted on the 21st of August, 2019.

239 hedge funds and large institutions have $1.06B invested in AmeriGas Partners, L.P. in 2017 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 64 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 22

8% more funds holding

Funds holding: 221239 (+18)

5% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 61

3% more capital invested

Capital invested by funds: $1.03B → $1.06B (+$32.4M)

9% less call options, than puts

Call options by funds: $3.94M | Put options by funds: $4.34M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
239
Holders Change
+18
Holders Change %
+8.14%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
43
Increased
64
Reduced
61
Closed
22
Calls
$3.94M
Puts
$4.34M
Net Calls
-$405K
Net Calls Change
-$945K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$34K +$32.9K +730 New
CCM
202
Cribstone Capital Management
Maine
$31K
SAM
203
Shamrock Asset Management
Texas
$30K
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$29K +$3.56K +79 +14%
HI
205
Hudock Inc
Pennsylvania
$28K -$129K -2,863 -83%
AWMS
206
Advocacy Wealth Management Services
Georgia
$28K -$45K -1,000 -63%
JWA
207
JFS Wealth Advisors
Pennsylvania
$28K
LYV
208
Live Your Vision
Pennsylvania
$25K
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$25K +$24.3K +540 New
WB
210
Webster Bank
Connecticut
$23K
PRS
211
Pinkerton Retirement Specialists
Idaho
$23K +$22.5K +500 New
LF
212
Lee Financial
Texas
$22K
DOA
213
D'Orazio & Associates
Virginia
$20K
BFEC
214
Benjamin F. Edwards & Company
Missouri
$18K
BCM
215
Blume Capital Management
California
$18K
PCA
216
Peddock Capital Advisors
Massachusetts
$18K
TCM
217
Tradewinds Capital Management
Washington
$18K
BBHC
218
Brown Brothers Harriman & Co
New York
$16K
DSC
219
Duncker Streett & Co
Missouri
$16K
CPIG
220
Chicago Partners Investment Group
Illinois
$16K +$225 +5 +2%
AF
221
Advisornet Financial
Minnesota
$16K +$15.6K +347 New
EA
222
Edge Advisors
Georgia
$15K +$2.25K +50 +18%
CTC
223
Central Trust Company
Missouri
$14K
DAM
224
Delta Asset Management
Tennessee
$14K
GBBWRPM
225
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K +$225 +5 +2%

APU Hedge Fund Activity: Q4 2017 in Review

239 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in AmeriGas Partners, L.P. (APU) for Q4 2017, worth a combined $1.06B — up 3.2% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new APU positions and 22 closed out — a net gain of 21 holders — while 64 added to existing stakes and 61 trimmed.

The largest buyer was Energy Income Partners, adding an estimated $27.4M. The largest seller was Goldman Sachs, cutting an estimated $16.5M.

  • 239 institutional investors held AmeriGas Partners, L.P. (APU) as of Q4 2017, up from 221 in Q3 2017.
  • Funds reported $1.06B of AmeriGas Partners, L.P. stock for Q4 2017, up 3.2% quarter-over-quarter.
  • 43 funds opened new AmeriGas Partners, L.P. positions in Q4 2017 and 22 closed out, a net change of +21 holders.
  • The largest AmeriGas Partners, L.P. buyer in Q4 2017 was Energy Income Partners, an estimated $27.4M added.
  • The largest AmeriGas Partners, L.P. seller in Q4 2017 was Goldman Sachs, an estimated $16.5M sold.

Based on aggregated 13F filings for Q4 2017.